Omar Vega Jr.
San Diego,CA
Summary
Business minded and eager Retail Relationship Banker with 4 years of progressive experience at BMO Bank, consistently exceeding sales targets, leading customer service initiatives, and fostering financial literacy. Proven ability to manage relationships, drive business growth, and lead teams effectively. Skilled in lending, deposit products, community engagement, and operational oversight, seeking to excel as a Bank Manager at California Bank & Trust.
Overview
4
4
years of professional experience
Work History
Retail Relationship Banker
BMO Bank of Montreal
09.2021 - Current
- Recognized as Customer Service Ambassador for outstanding client engagement and satisfaction.
- Achieved top performer status for 8 consecutive quarters and 2 years straight, consistently exceeding sales and referral goals.
- Served as ambassador for BMO’s Financial Literacy Program, educating clients on financial products and strategies.
- Supported business development by fostering relationships with existing and prospective clients.
- Collaborated with team to ensure branch compliance with operational and regulatory standards.
- Mentored and trained new team members to uphold high-quality service and operational standards.
-Encouraging a universal experience for clients by having a wonderful relationship with co-workers
Education
No Degree - Financial Analysis
San Diego Mesa College
San Diego, CA11-2026
Skills
- Branch Operations Management
- Business Development & Client Acquisition
- Sales Leadership & Team Oversight
- Regulatory Compliance & Operational Security
- Community Outreach & Relationship Building
- Customer Service Excellence
- Problem-Solving & Decision-Making
- Employee Coaching & Mentoring
- Risk regulation
-Assessment studies for self and staff
- Financial planning
Accomplishments
- Supervised team of 5 staff members.
- Consistent top performer
- Consistent success in on-site held financial literacy events
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Retail Relationship Banker
BMO Bank of Montreal
09.2021 - Current
No Degree - Financial Analysis
San Diego Mesa College
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